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PY vs AFLG

Principal Value ETF vs First Trust Active Factor Large Cap ETF

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

AFLG

First Trust Active Factor Large Cap ETF

Annual cost

0.55%

Fund size

$648M

Key differences

Both PY and AFLG are equity ETFs. PY charges 0.15% a year and AFLG 0.55%. The main difference: PY costs 0.40% less per year.

  • PY costs 0.40% less per year.
  • Over the last three years, AFLG has delivered higher annualized returns.

Side-by-side comparison

PYAFLG
Annual cost (TER)0.15%0.55%
Fund size (AUM)$220M$648M
Since20162019
Dividend yield2.11%0.70%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+13.1%+22.0%
CAGR 3Y+12.9%+22.0%
CAGR 5Y+7.1%+12.6%
Sharpe 3Y0.691.23
Volatility 1Y10.49%11.68%
Max drawdown-45.44%-35.84%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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